Autodesk, Inc. (ADSK) Q4 Revenue Surges 19% YoY, Exceeds Guidance Across Key Metrics

Autodesk, Inc. (NASDAQ:ADSK) is among the 13 Best Big Tech Stocks to Buy According to Hedge Funds.

Autodesk, Inc. (NASDAQ:ADSK) is one of the best technology stocks.

TheFly reported on February 27 that JPMorgan increased its price target for ADSK from $319 to $336 while keeping an Overweight rating on the stock.

Autodesk, Inc. (NASDAQ:ADSK) released its fourth-quarter and full-year fiscal 2026 results on February 26. The company exceeded the high end of guidance in a number of important metrics, including revenue, billings, non-GAAP operating margin, non-GAAP EPS, and free cash flow. Revenue in Q4 jumped 19% year over year, or 14% if the new transaction model was excluded. At the same time, billings increased 33% overall, with a 30% constant-currency rise and 32% if the transaction model was excluded.

During the quarter, the new model generated about $185 million in billings and $137 million in revenue. The GAAP margin was unchanged after a $100 million restructuring charge, but the non-GAAP operating margin increased by 120 basis points to 38%. The corporation repurchased $333 million worth of stock, totaling almost $1.4 billion for the entire year, roughly half of the $972 million in free cash flow for the quarter.

Autodesk predicted fiscal 2027 billings of $8.48–$8.58 billion, revenue of $8.10–$8.17 billion, non-GAAP operating margin of 38.5–39%, and free cash flow of $2.7–$2.8 billion due to expected decreases from the transaction-model tailwind and $135–$160 million in restructuring capital outflows.

Autodesk, Inc. (NASDAQ:ADSK) is a global software company specializing in 3D design, engineering, and entertainment software. Its solutions support architecture, construction, manufacturing, and media industries, enabling professionals to design, visualize, and simulate projects efficiently.

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